QuickBooks stores invoices. HELM chases what you are owed.
Category
Finance
Industry fit
Services, Trades, Every industry
Status
Live
Setup time
~3 min
Security
OAuth 2.0, encrypted
Permission
Read & write, approval-gated
Before and after connecting QuickBooks
The same job, with and without an intelligence layer above it.
Before HELM
- Exports the aged-debtor report monthly
- Writes chase emails one by one
- Loses track of who promised to pay when
After HELM
- 1Invoices and accounts sync in
- 2HELM flags overdue invoices with account context
- 3Drafts the chase in your voice
- 4You approve, it sends, a re-check is scheduled
What actually happens
Watch the workflow HELM runs the moment something changes in your world.
Invoice #1043 goes 14 days overdue
- 1
QuickBooks sync surfaces the overdue invoice
- 2
HELM Brain weighs the account history: reliable payer, first slip
HELM Brain
- 3
Gentle chase drafted for approval
Finance Agent
- 4
Follow-up task scheduled 5 days out
Follow Up Agent
- 5
Billing health updated
Forecasting Agent
Simulation of the real workflow HELM runs once QuickBooks is connected. Writes always wait for your approval.
How this connection is protected
The same guarantees on every HELM connection, from the first record.
- Connection
- OAuth 2.0, one guided sign-in, revocable any time
- Credentials
- Tokens held server-side, never in the browser
- Encryption
- Encrypted in transit and at rest
- Isolation
- Workspace isolation with database row-level security
- Writes
- Approval-gated. Nothing is sent or changed without your yes
- Audit
- Sensitive actions leave a who-did-what-when record
- Scope
- You choose what HELM can access, per connection
- Sync visibility
- Connection status, last sync and sync health shown in the app
Product names and marks belong to their owners. A listing means HELM is designed to work alongside that tool, not that a partnership or endorsement exists.
Keep QuickBooks. Add the intelligence.
Connect it in ~3 min and let HELM run the work behind it.